DFX Intelligence

A••••• J• O••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

A••••• J• O••••••

Advisor at F••••• W••••• L••

MIDDLEBURG HEIGHTS, OH

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Search this name across graphsid dfx:ria:20bbee12-5ef1-9b2e-b371-4f6f4f054402

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 18, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F••••• W••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• W••••• L••	Independent wealth	Aug 18, 2026	n/a	yes	MIDDLEBURG HEIGHTS, OH	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Aug 27, 2024	Aug 3, 2026	no	Jupiter, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	F••••• W••••• L••	Aug 3, 2026	Aug 18, 2026	15	Firm change	Ibd to RIA
J••• M••••• S••••••••• L••	C••••••••• F•••••••• N••••••	Aug 17, 2024	Aug 27, 2024

Relationships

Registered with (3)

→ F••••• W••••• L••Registered adviserregistration: current employment
Aug 18, 2026 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Aug 27, 2024 to Aug 3, 2026factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 18, 2021 to Aug 17, 2024factForm ADV

Dated events

Occurred
Aug 3, 2026
Advisor changed firm
A••••• J• O•••••• left C••••••••• F•••••••• N•••••• for F••••• W••••• L•• (registered 2026-08-18)
Form ADVobserved 7 days ago
Occurred
Aug 17, 2024
Advisor changed firm
A••••• J• O•••••• left J••• M••••• S••••••••• L•• for C••••••••• F•••••••• N•••••• (registered 2024-08-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20bbee12-5ef1-9b2e-b371-4f6f4f054402
First observed: Oct 18, 2021
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.